Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$86.4M
3
+$75.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$65M

Top Sells

1
+$48.9M
2
+$39.8M
3
+$30.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$21M
5
SBGI icon
Sinclair Inc
SBGI
+$19.7M

Sector Composition

1 Energy 5.06%
2 Financials 4.8%
3 Technology 3.59%
4 Healthcare 2.61%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$45K ﹤0.01%
900
+700
2152
$45K ﹤0.01%
5,100
+2,500
2153
$45K ﹤0.01%
2,231
-127
2154
$45K ﹤0.01%
2
2155
$45K ﹤0.01%
7,639
-1,149
2156
$45K ﹤0.01%
1,811
-28
2157
$45K ﹤0.01%
503
-50
2158
$45K ﹤0.01%
950
-241
2159
$45K ﹤0.01%
3,223
2160
$45K ﹤0.01%
800
2161
$45K ﹤0.01%
1,800
2162
$44K ﹤0.01%
1,250
+250
2163
$44K ﹤0.01%
1,441
2164
$44K ﹤0.01%
978
-2,400
2165
$44K ﹤0.01%
3,047
2166
$44K ﹤0.01%
747
+229
2167
$44K ﹤0.01%
2,574
+300
2168
$44K ﹤0.01%
4,750
+750
2169
$44K ﹤0.01%
1,284
-494
2170
$44K ﹤0.01%
2,459
2171
$44K ﹤0.01%
1,050
-104
2172
$44K ﹤0.01%
1,460
+535
2173
$44K ﹤0.01%
774
-150
2174
$44K ﹤0.01%
1,275
2175
$44K ﹤0.01%
5,670
+2,670
85 86
87
88 89